Siebel Fundamentals for Siebel Open UI

What's New in This Release

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Getting Started with the Siebel Application

Logging In to the Siebel Application

About Access and Responsibilities in the Siebel Application

Using Browser Features

Logging Out of the Siebel Application

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About the User Interface

About Elements of Siebel Application Window

About Keyboard Navigation

About the Branding Area

About the Application-Level Menu

About the Application Toolbar

About the Site Map

About the Thread Bar

About Screens

About Home Pages for Screens

About Link Bars for Screens

About the Resource Scheduler

About Explorer Views

About Charts

About Views and Subviews

About Using the Visibility Filter in Lists

About View Tabs

About Subviews

About Lists

About Vertical Scrolling in Lists

About Horizontal Scrolling in Lists

About Expanding and Collapsing Lists

About Forms

About Common Buttons in Lists and Forms

About Notifications

About the Notification Icon and Notification Panes

About Colors for Notifications

About the Saved Queries Field

About the Contact Us Link

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About Records, Fields, and Field Controls

About Records

About Fields

About Text Fields

About Field Controls

About Check Boxes

About Option Buttons

About Drop-Down Lists

About Field Control Buttons

About the Currency Calculator

About the Calendar Control

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Using Selection Dialog Boxes

Launching Selection Dialog Boxes

Associating Records Using a Single Selection Dialog Box

Associating Records Using a Multiple Selection Dialog Box

Querying for Records in a Selection Dialog Box

Finding Records in a Selection Dialog Box

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Completing Common Record Tasks

Creating Records

Using Quick Fill to Create Records

Copying Records

Editing Records

Changing Multiple Records

Saving Records

Canceling Changes to Records

Deleting Records

Associating Records with Other Records

Printing Records

Using Field Hyperlinks in Records

Displaying Record Count

Finding Information About Records

Identifying New Records

Flagging Records

Adding Notes to Records

Merging Duplicate Records

Spell Checking Fields in Records

Attaching Files to Records

Attaching URLs to Records

Organizing List Columns

Sorting List Columns

Resizing List Columns

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Using Query to Locate Information

About Queries

Predefined Queries

Case Insensitive and Accent Insensitive Queries

Creating Queries for Records

Finding Records in Lists

Refining Queries

Deleting Queries

Canceling Long-Running Queries

Using the Query Assistant

About Using Default Queries

About Querying a Telephone Number

Simple Query Operators

Compound Query Operators

Tips for Queries

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Using Task UI

About Task User Interface

Using Task UI

Navigational Buttons for Task UI

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Synchronizing Data

About Database Synchronization

Synchronization Process

About Synchronizing with a Personal Information Manager Server

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Sharing Information

Using the Inbox

Running Reports

Emailing, Faxing, Paging, and Wireless Messaging

Creating Siebel Bookmarks

Creating Shortcuts to Siebel Records

Importing Data into the Siebel Application

Exporting Data to an External File

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Using the Calendar

About the Calendar

About Calendar Formats

About Calendar Views

About Viewing Activities

About Activity Defaults

About Recurring Activity Defaults

About Activity Fields

About Using Group Calendars

Viewing Calendar Activities

Adding Activities to the Calendar

Deleting Calendar Activities

Creating Recurring Calendar Activities

Deleting Recurring Calendar Activities

Adding To Do Activities to the To Do List

Marking To Do Activities Complete

Changing Activities

Rescheduling Activities

Adding Participants to Activities

Removing Participants from Activities

Reassigning Activities

Changing the Time Zone in the Calendar

Granting Access to Your Calendar

Viewing Calendars of Other Users

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Customizing Home Pages

About Home Page Controls

Editing the Layout of Home Pages

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Setting User Preferences

About User Preferences

Setting a Default Time Zone

Setting a Startup View

Setting Left-Hand Navigation

Setting Transition Effects

Setting Scroll Speeds

Setting the Color for User Interface Elements

Setting Quick Print Options

Setting Outbound Communications Preferences for Send Email

Setting Up Default Queries

Viewing Saved Queries

Changing Default Spell Check Options

Customizing Aspects of Notifications

Setting Up View Links for Screen Home Pages

Showing, Hiding, and Reordering Screen and View Tabs

Customizing Aspects of the Calendar

Changing the Length of the Calendar Day

Setting Up Default Calendar Activity Duration

Setting Up Email Prompts for Meetings

Setting Up Default Calendar Formats

Setting Up Another User's Calendar as Your Default Calendar

Maintaining Quick Fill Templates

Setting Pause Behavior for Task UI

About Setting Up Synchronization Preferences

About Availability Fields in the Profile View

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Using Keyboard Shortcuts

Keyboard Shortcuts

Tables of Keyboard Shortcuts

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Accessibility for Siebel Business Applications

About Section 508 Accessibility

About Web Content Accessibility Guidelines

About the Voluntary Product Accessibility Template

About Screen Readers

About Utilities for Visually Impaired Users

About Utilities for Physically Disabled Users

About Keyboard Navigation in Accessible Rich Internet Applications

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Siebel Fundamentals for Siebel Open UI Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.